AI client
Your prompt and confirmation controls
Your prompt and confirmation controls
ApexGenius gateway
Account-aware tool discovery
Account-aware tool discovery
Authorized system
The permissions you already have
The permissions you already have
What stays visible
- The account boundary. Browser authorization ties the route to the ApexGenius user who approved it.
- The active systems. Discovery returns operations only for connected, healthy, enabled providers.
- The active account or project. Provider resources stay tied to the account, tenant, workspace, or Salesforce project you authorized.
- The read or write boundary. The public route separates read calls from write calls so compatible clients can apply their controls.
- Supported write activity. Governed external writes are recorded without turning the activity log into a generic copy of record values or tool results.
Two MCP addresses have different jobs.
https://server.autom8.pro/mcp runs ApexGenius product operations during the first-party hostname migration. https://www.apexgenius.ai/docs/mcp searches this public documentation after the Mintlify /docs cutover. Use the first address when you want to work with connected apps.Go from account to first safe result
1
Create or open your ApexGenius account
Use Home to manage your account, app connections, AI setup, Activity, and any Salesforce projects you add.
2
Connect one app
Choose an Available connector. Check its authorization, account or resource boundary, and released operations before continuing.
3
Add the gateway to your AI client
Follow the guide for your AI client. Codex starts in Plugins in the ChatGPT desktop app. Custom plugin and desktop MCP setup use
https://server.autom8.pro/mcp; the consent screen identifies the requesting client.4
Approve in the browser
Sign in to ApexGenius and approve the client. Do not paste an ApexGenius password, OAuth token, or static API key into the client configuration.
5
Run one safe read
Ask a read-only question that fits the app you connected. For Salesforce, use:
Which active Flows touch Opportunity? Check the connection and result before moving to any write workflow.Choose your path
Connect an AI client
Choose Claude, ChatGPT, Codex, Cursor, or VS Code.
Browse connector guides
Review each provider’s setup, supported work, and account requirements.
Connect Salesforce
Authorize a production org or sandbox.
Understand the request path
Review permissions, data handling, and controls.